We begin today's email with my thoughts and observations on China's "iPhone City." The New York Times took a closer look at how China helped Foxconn establish the facility where nearly half of Apple's iPhones are assembled. We go over two big takeaways from the piece. We then discuss who I view is Apple's most important partner in China. There are issues with the Apple versus China narrative as it doesn't tell the entire story. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members:

What is the probability of Apple including AirPods in every iPhone box?

Will Project Titan be impacted by the Trump administration's stance on U.S. manufacturing?

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